Joseph Valeri is a financial advisor with Merrill, holding Series 63 and Series 66 designations and 11 years of industry experience. He has worked at Bank of America, N.A., Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank NA. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a wide range of clients including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Pierson Burton is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 66 designation and has been with Merrill Lynch, Fenner & Pierce since 2011. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates its services within Bank of America’s broader platform, providing access to a wide set of products and additional financial services.

Anthony Trill is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes roles outside of finance such as positions at PriMed Pharmaceuticals, Seaview Auto Corp, and Brookdale Community College. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Ryan Iannuzzo is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2016. He holds Series 63 and Series 66 licenses and is based in Princeton, NJ. Outside of his advisory role, he is a member of the Board of Directors for DisruptHR Princeton, an organization focused on business development and event planning. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor strategies for clients.

Ryan Gordon is a financial advisor at Raymond James & Associates with six years of industry experience. He holds a Series 66 designation and previously worked at Thompson BMW. Gordon serves as a committee member for Shir Ami, a nonprofit organization, assisting in the review of investment accounts and policies. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and public entities, delivering non-discretionary advice supported by a broad affiliate network.

Michael Grant is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds a Series 63 designation and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. He also serves as a trustee in a financial-related trust. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that offers advisory programs to both individual and institutional clients. The firm emphasizes structured financial planning and utilizes proprietary tools and models to assist clients, managing approximately $2.74 trillion in assets.

Patricia Cashin is a financial advisor at UBS Financial Services in Princeton, NJ, holding a Series 66 designation with nine years of industry experience. She has been with UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment plans.

Jeffrey Abrams is a Financial Consultant currently providing comprehensive financial planning services to clients and their families. He focuses on understanding clients' priorities and aligning strategies with their goals and objectives. Jeffrey emphasizes building meaningful, lifelong relationships and aims to ensure clients feel confident throughout their financial journey. He has been a Financial Consultant at Fidelity since 2024. Prior to this, he served as Vice President and Financial Advisor at Bank of America Merrill Lynch for 20 years, from 2004 to 2024. Outside of his professional career, Jeffrey has personal interests including baseball, biking, family activities, traveling, and volunteering.

Christopher Bubrow is a financial advisor with Merrill, holding a Series 66 designation and over 28 years of industry experience. He has been with Merrill since 1996. Outside of his advisory role, he is involved in a family business, Bubrow's TV & Appliance, where he contributes to property management. Merrill provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, and institutional investors. The firm leverages its integration with Bank of America to offer a wide range of investment and related financial services.

Daniel Keller is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021, with prior experience at Bank of America, Merrill, TD Bank, and several other firms. His background also includes a period at The College of New Jersey and involvement with Wabowl LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors, offers fund advisory and model portfolios, and maintains roles in commodity pool operations and registered investment companies.

Robert Fraser is a financial advisor at Merrill with 25 years of industry experience. He has held his current position at Merrill since 2002 and holds Series 63 and Series 66 designations. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies. The firm serves a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Brendan Keeney is a financial advisor at Merrill with six years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2019. His prior roles include positions at DoorDash, Yardley Wealth Management, Barstool Sports, and Saint Joseph's University. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors. The firm integrates with Bank of America’s broader platform, delivering access to various financial products and services.

James Rescigno is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at Bank of America, Guardian Life Insurance Company of America, Park Avenue Securities, Penserra Securities, and KeyBanc Capital Markets Inc. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Miguel Vasquez is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he worked at Bank of America and has a background that includes positions at Rutgers University, RE/MAX Tri County, and service in the United States Marine Corps Reserve. He is also the owner of Vaspro Realty LLC, a real estate holding company managed by his spouse. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Roy Chereath is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Avantax Advisory Services and other financial and tax-related firms. In addition to advisory work, he is involved in tax preparation, accounting, insurance sales, and owns several businesses including a tax and payroll IT consulting firm and an online gift sales venture. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning solutions with access to third-party managers and manages over $256 billion in assets.

Nathan Lepore is a Series 66-licensed financial advisor with Merrill in Pennington, NJ, bringing 11 years of industry experience. He has worked at Merrill since 2015. Merrill provides managed account services through its Select Portfolio Solutions program to a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies integrated within Bank of America’s corporate platform.

Nina Caruso is a financial advisor at Merrill with five years of industry experience and a Series 66 designation. She has worked at Merrill since 2019 and previously held positions at the University of North Carolina - Wilmington and Old Navy. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Brittany Robinson is a financial advisor at Merrill with six years of industry experience. She holds the Series 66 designation and has worked at Bank of America, N.A. and BGC Financial, L.P. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm offers a range of model-based and discretionary investment strategies integrated within Bank of America’s broader financial platform.

Kristen Dichkus is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wealth Enhancement and LPL. She also provides administrative support to an independent investment advisory firm. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Michael Dworacek is a Series 66-licensed financial advisor with Merrill, based in Pennington, NJ, and has 25 years of industry experience. He has been with Merrill since 2000. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates investment strategies developed by its Chief Investment Office with discretionary management by affiliated and third-party managers, alongside access to a wide range of financial products through its affiliation with Bank of America.